If a lead, contact, or account is incorrectly mapped or needs to be updated, follow the steps below to remove the match and then manually select the right one.
Here's a tip
You can also verify and edit matches to your existing CRM lead/account/contact with the Match Correction feature, by clicking the Edit match button on a profile page, or View in CRM to confirm the CRM record match.
To manually reselect the right lead/contact:
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Sign in to your CRM and find the lead or contact profile page.
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Within the Sales Navigator embedded profile (widget), click Not the right person. The related company is automatically unmatched.
If you cannot see the Not the right person option, you may need to increase the size of the widget. To do so:
- View details of a specific lead or contact and click Setup at the top right.
- Click Edit Page.
- Click anywhere on the widget and enter 460 in the Component Height field on the right rail.
- Click Save displayed on the top right of the screen.
You should see the Not the right person option now.
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When you then find the right lead/contact, click Match.
Here's a tip
A banner message about the match will appear. -
If you cannot locate the correct lead/contact, you might have to modify your search criteria. To do so:
- Click Back displayed on the top left.
- Modify information, ensuring all information is entered exactly as it appears on the lead's LinkedIn profile. You can also remove their Current title and/or Current or Past Company information to locate the lead/contact.
- Click Search.
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After you match the lead/contact, return to the profile and confirm the CRM badge on the profile. View the tooltip next to it (with the Log to CRM option turned on).
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You’ll see a tooltip next to the badge with a description of how the match was generated, in one of the following ways:
- Manual: Matched by someone on your team
- Auto: Match generated automatically by LinkedIn
- Auto-CRM: Match generated automatically from CRM sync
Important to know
If your organization maintains the practice of creating a net new lead or contact in the CRM every time they join a new organization, then we recommend the following:1) Switch the Update Leads and Update Contacts toggle to Off under Admin Settings.2) Manually match contacts that have the Update CRM badge in Sales Navigator to their most up-to-date contact or lead in the CRM.
To manually reselect the right account:
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Sign in to your CRM and find the account or company profile page.
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Within the Sales Navigator embedded profile, click the
More icon. -
Select Not the right account, and the account is automatically unmatched.
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You can now manually conduct a search and select the account you’re looking for.
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When you’ve found the right account, click Match to match the company.
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Next to the CRM badge on the account page, you’ll see a tooltip with a description of how the match was generated, in one of the following ways:
- Manual: Matched by someone on your team
- Auto: Match generated automatically by LinkedIn
- Auto-CRM: Match generated automatically from CRM sync
